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Gold/Mining/Energy : Precious and Base Metal Investing -- Ignore unavailable to you. Want to Upgrade?

To: TheSlowLane who wrote (29094)	4/14/2004 7:17:31 PM
From: Cogito Ergo Sum	Read Replies (1) \| Respond to of 39344

Then I look at the performance lately of TKO and BWR and wonder if these prices are going to kill growth...

To: TheSlowLane who wrote (29094)	4/14/2004 7:18:46 PM
From: energyplay	Respond to of 39344

Would not be surprised if most industrial consumers have their own little stockpiles, especially China. If lots of supply shows up later this year, those private stockpiles could theoretically be a problem. May cause the prices to gyrate. Also note that if you have zero tin you don't need to buy copper to make bronze, or lead to make solder. Really tigh shortages can shut down produciton lines, and thus reduce the consumption of many other commodities.